About Us
Marathon Capital Management is an employee-owned investment firm founded in 1998, providing personalized financial strategies for individuals and families. Our team of seasoned professionals specializes in equity and fixed income strategies, helping clients achieve their long-term financial goals.
The Marathon Difference
Fiduciary Responsibility & Fee Transparency
Marathon is legally obligated to act in your best interest. We offer a clear, transparent fee structure without hidden costs or commission-based conflicts.
Personalized Financial Strategy
We provide customized financial plans tailored to your unique goals, risk tolerance, and investment horizon rather than a one-size-fits-all approach.
Investment Flexibility & Objectivity
As an independent advisor, we are not tied to specific products or institutions. We provide advice based on our own research and experience.
Personalized Service & Strong Relationship
Our team takes time to understand your financial goals, communicates proactively, and provides a long-term, client-focused relationship with direct accessibility.
Experience, Reputation and Trust
Our team brings many years of experience. Reviews, client testimonials, and industry reputation provides insight into Marathon’s reliability and ethical standards.
Why Choose Marathon As Your Advisor?
Choosing Marathon Capital as your financial advisors ensures personalized investment solutions. Our firm is committed to success through fostering a strong relationship with each individual. Our disciplined approach emphasizes capital preservation and long-term growth, helping to provide peace of mind in a fluctuating market. With diverse strategies, Marathon Capital offers comprehensive investment management for both equity and fixed income.
Planning & Tailored Solutions
As a registered investment advisory firm, we employ a holistic approach to financial planning, utilizing goals-based planning for your specific objectives, such as: income generation, tax efficiency, wealth transfer, insurance, philanthropy, and stock concentration.
Investing Your Assets
We create customized portfolios designed to help meet your long term goals, focusing on client’s individual financial needs. By focusing on the individual securities, we enhance tax efficiency while keeping costs low. This personalized approach allows us to align your investments closely with your unique financial goals.
Open & Frequent Communication
A long-term investment horizon requires both discipline and patience, which we emphasize through regular communication with our clients. Our relationship is built on trust and understanding, allowing us to provide tailored wealth management services for our clients.
Marathon By The Numbers
28
years serving our valued clients
30
average years of investment experience
5
strategies offered
15
states where we serve clients
Our Investment Philosophy
Our core investment philosophy is "Growth at a Reasonable Price" and as our name implies, we take a long-term view of the markets and the investment process. We concentrate on company fundamentals, avoid market timing, and believe that in-depth research is key to investment success. We are structured to provide highly individualized client services, with the majority of our time focused on investment research, portfolio management, and working with clients to develop and implement investment strategies. While each of our clients works closely with an investment manager, our investment team stands ready to give the level of assistance and service you deserve as a Marathon customer.
01
Tailored Approach
Our team works closely with you to define investment objectives, risk tolerance levels, income needs, and tax considerations to help shape your long-term investment framework for achieving your goals.
02
Strategy
We manage your assets with the appropriate strategy that aligns with your investment objectives and risk profile.
View Our Investment Strategy
03
Growth at a Reasonable Price
We look to invest in companies with superior business models and strong management teams offered at prices below their growth prospects.
04
Low Turnover & Tax Efficiency
We prefer to hold positions for the long-term with a focus on managing tax impacts.